Online
Automating your compliance burden
DATE: Thursday 2 May 2024
TIME: 11:00am - 11:50am AEST
LOCATION: Online webinar
1 CPD point available
Financial advisers consistently report that the escalating cost of compliance is their number one challenge, and that their compliance burden increases every year.
For many advisers, this represents yet another piece of unwelcome drudgery. But it pays to take a proactive approach to compliance, because the risks of non-compliance and ensuing regulatory enforcement action are too great.
Fortunately, there are ways to automate your firm’s processes to improve accuracy, simplify compliance and make your business both more efficient and more focused on higher value (and more professionally fulfilling) work.
In the May edition of INPractice, The Inside Network will examine:
The major compliance requirements and obligations for advice practices.
Common problems that practices encounter with these; and
How to make the compliance burden a non-problem.
In conversation with Catherine Evans from Kit Legal and Amanda Mark from MIntegrity, discover how to flip compliance from a burden to an opportunity and enhance client service delivery, lift satisfaction and engagement rates and boost the value of your firm.
Thought leaders
-
Amanda Mark
Managing director
MIntegrity -
Catherine Evans
Founder & head of legal
Kit Legal -
James Dunn
Host and content contributor
The Inside Network
Register now
More about INPractice Online:
The INPractice Monthly Series is an educational webinar series tailored for Australian financial advisers and their practice staff. This virtual platform merges expertise and innovation, providing crucial insights into the evolving landscape of financial advisory services. Each month, the series focuses on a different key aspect of practice establishment, growth, and success, ensuring a comprehensive understanding of the industry's multifaceted nature.
Join us for our next webinar in June: Why language is central to client attraction
Date: 6 June 2024
Time: 11:00am – 11:50am
Location: Online webinar
Contact
RUBY BLAKE
Event manager
ruby@theinside.network
+61 3 8616 0888
ASHLEY RYBURN
Head of community
ashley@theinside.network
+61 432 993 402